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    AGREEMENT ORCHESTRATION
    3.
    发明公开
    AGREEMENT ORCHESTRATION 审中-公开

    公开(公告)号：US20240289536A1

    公开(公告)日：2024-08-29

    申请号：US18175915

    申请日：2023-02-28

    申请人： DocuSign, Inc.

    发明人： Larry Jin

    IPC分类号： G06F40/166 ,  G06F16/93

    CPC分类号： G06F40/166 ,  G06F16/93

    摘要： A document management system uses machine learning to generate electronic documents. Based on user input into a workflow for generating an electronic document, the document management system determines fields that require definition in the electronic document. The document management system predicts values for a first set of fields and inputs signals for a second set of fields into a supervised machine learning model, which is configured to output predicted values for the second set of fields. A user provides feedback on the predicted values of the second set of fields. The document management system incorporates the user's feedback into the generated electronic document, using confirmed values for each of the fields.

    Conferencing platform integration with information access control
    4.
    发明授权
    Conferencing platform integration with information access control 有权

    公开(公告)号：US12068875B2

    公开(公告)日：2024-08-20

    申请号：US17588140

    申请日：2022-01-28

    申请人： DocuSign, Inc.

    发明人： Anthony Joseph Ramoutar ,  Angel Azmavet Garcia Reyes ,  Ellis David Berner ,  Dorra Belhadj Ali ,  Billy Travis Williams ,  David Soh

    IPC分类号： H04L12/18 ,  G06F16/332 ,  G06F16/93 ,  H04N7/15

    CPC分类号： H04L12/1831 ,  G06F16/3326 ,  G06F16/93 ,  H04L12/1822 ,  H04N7/155

    摘要： A centralized document system integrates online document execution and conferencing to control access to precipitant information. Precipitant information includes access codes, personal identification numbers, sensitive information, or any other secured information for which execution of an online document is a prerequisite for access to the secured information. The centralized document system detects precipitant information that is presented during a conference and controls access to the detected precipitant information (e.g., by generating permission rules that specify a type of online document to be executed to gain access). The centralized document system may determine whether a user has executed one or more online documents and thus, has authorization to access the detected precipitant information. Responsive to determining that the user has not executed the online documents, the centralized document system can control access to the precipitant information by modifying the conference (e.g., using censors or breakout rooms).

    System and Method for Electronic Document Interaction with External Resources
    5.
    发明公开
    System and Method for Electronic Document Interaction with External Resources 审中-公开

    公开(公告)号：US20240143909A1

    公开(公告)日：2024-05-02

    申请号：US18390846

    申请日：2023-12-20

    申请人： DocuSign, Inc.

    发明人： Matthew Roberts ,  Daniel Charles Selman ,  Peter Geoffrey Lerato Hunn ,  Jerome Simeon

    IPC分类号： G06F40/186 ,  G06F9/54

    CPC分类号： G06F40/186 ,  G06F9/547

    摘要： A system and method for electronic document management including: creating an executable document object, wherein the executable document object comprises at least one programmable element; constructing an interaction schema object, wherein each interaction schema comprises: executable logic and a trigger as part of an inbound interaction schema or an outbound interaction schema that associates an external resource with the executable document object; and bundling the interaction schema object with the executable document object. The method further includes: in response to triggering an inbound interaction schema trigger: activating the executable logic of the inbound interaction schema, initiating at least one programmable element of the executable document object, and updating the state of the executable document object; and in response to triggering an outbound interaction schema trigger: activating the executable logic of the outbound interaction schema, and modifying the associated external resource with respect to the state of the executable document object.

    MACHINE LEARNING BASED INSTANTIATION OF DOCUMENTS BASED ON TEMPLATES IN A DOCUMENT MANAGEMENT SYSTEM
    6.
    发明公开
    MACHINE LEARNING BASED INSTANTIATION OF DOCUMENTS BASED ON TEMPLATES IN A DOCUMENT MANAGEMENT SYSTEM 审中-公开

    公开(公告)号：US20240111948A1

    公开(公告)日：2024-04-04

    申请号：US18370717

    申请日：2023-09-20

    申请人： DocuSign, Inc.

    发明人： Peter Geoffrey Lerato Hunn ,  Parsa Pezeshki ,  Diana R. Lease ,  Brandon Scott Somers

    IPC分类号： G06F40/186

    CPC分类号： G06F40/186

    摘要： A system, for example, a document management system stores documents and manages workflows associated with documents. The document management system allows discovery of templates based on explicit searches performed by users or automatic searches performed based on a context. The document management system allows generating new document templates based on selected versions of document component templates. The generated document template may be stored as a new version. The document management system instantiates documents based on templates by predicting values of variables used in the template based on various factors that describe the context in which the template is being used. The values used for instantiating variables may be generated using machine learning models that may be trained using historical data stored in the document management system.

    ASYNCHRONOUS QUEUE BASED INTERACTIONS BETWEEN SERVICES OF A DOCUMENT MANAGEMENT SYSTEM
    8.
    发明公开
    ASYNCHRONOUS QUEUE BASED INTERACTIONS BETWEEN SERVICES OF A DOCUMENT MANAGEMENT SYSTEM 审中-公开

    公开(公告)号：US20240037472A1

    公开(公告)日：2024-02-01

    申请号：US17876876

    申请日：2022-07-29

    申请人： DocuSign, Inc.

    发明人： Andrew Lawrence Ness

    IPC分类号： G06Q10/06 ,  G06F16/93 ,  G06F9/54

    CPC分类号： G06Q10/06316 ,  G06F16/93 ,  G06F9/546

    摘要： A system, for example, a document management system implements an asynchronous work queue for processing work items. Examples of work items include sending an email with a link to a document, execution of a document by receiving a user signature, collaborative editing of a document, configuring a form based on a document for presenting to a user, and so on. The system stores metadata describing work items in an asynchronous work queue. The asynchronous work queue repeatedly receives work items and stores metadata describing the work items. The system creates a work item container including a set of work items stored in the asynchronous work queue that were received during a particular time interval. The system provides the work item container, for example, to a subscriber for execution of work items in the work item container. The system repeats the process for each subsequent time interval.

    System and method for electronic document interaction with external resources
    9.
    发明授权
    System and method for electronic document interaction with external resources 有权

    公开(公告)号：US11886810B2

    公开(公告)日：2024-01-30

    申请号：US18104510

    申请日：2023-02-01

    申请人： DocuSign, Inc.

    发明人： Matthew Roberts ,  Daniel Charles Selman ,  Peter Geoffrey Lerato Hunn ,  Jerome Simeon

    IPC分类号： G06F3/01 ,  G06F40/186 ,  G06F9/54

    CPC分类号： G06F40/186 ,  G06F9/547

    摘要： A system and method for electronic document management including: creating an executable document object, wherein the executable document object comprises at least one programmable element; constructing an interaction schema object, wherein each interaction schema comprises: executable logic and a trigger as part of an inbound interaction schema or an outbound interaction schema that associates an external resource with the executable document object; and bundling the interaction schema object with the executable document object. The method further includes: in response to triggering an inbound interaction schema trigger: activating the executable logic of the inbound interaction schema, initiating at least one programmable element of the executable document object, and updating the state of the executable document object; and in response to triggering an outbound interaction schema trigger: activating the executable logic of the outbound interaction schema, and modifying the associated external resource with respect to the state of the executable document object.

    SYSTEM AND METHOD FOR A HYBRID CONTRACT EXECUTION ENVIRONMENT
    10.
    发明公开
    SYSTEM AND METHOD FOR A HYBRID CONTRACT EXECUTION ENVIRONMENT 审中-公开

    公开(公告)号：US20240028587A1

    公开(公告)日：2024-01-25

    申请号：US18473345

    申请日：2023-09-25

    申请人： DocuSign, Inc.

    发明人： Peter Geoffrey Lerato Hunn ,  Daniel Charles Selman ,  Jerome Simeon ,  Matthew Roberts

    IPC分类号： G06F16/23 ,  G06F16/27

    CPC分类号： G06F16/2379 ,  G06F16/27 ,  H04L9/50

    摘要： A system and method for managing an electronic contract for hybrid runtime execution, which includes a contract execution service that comprises an internal runtime environment and a set of integrations to external resources with at least one integration to an on-chain runtime, wherein the contract execution service comprises configuration to: establish the electronic contract, wherein the electronic contract comprises a set of executable programmable components and a set of natural language components; change the state of the electronic contract and generate a contract event; and in response to the contract event: extend execution of the electronic contract to an on-chain environment, when the contract event includes an associated on-chain integration; and extend execution of the electronic contract to an external application resource, when the contract event includes an associated external service integration.